Tax Planning

Tax Planning

Originally founded by CPAs, Focus has always put effective tax planning at the heart of our wealth management experience. And for good reason. Taxes, if not thought about strategically, can be one of the quickest ways to erode the gains from an otherwise solid financial plan. Effective tax planning is one of the most important ways to increase the chances of meeting your broader life goals, as taxes touch almost every element of wealth management — from investment strategies to planning for your retirement and legacy.

What you may be thinking:

  • Are my retirement accounts as tax efficient as possible?
  • How can I minimize the effect of taxes on my estate plan?
  • How can I best marry the tax benefits I receive with my charitable giving?
  • Am I paying more in taxes than I should be?

Our Approach

Our goal is to always help our clients create and maintain the greatest amount of after-tax wealth. Meaning we aren’t focused on the lowest tax bill in a specific year, but rather the lowest cumulative tax bill throughout your lifetime. Helping you implement a long-term tax-reduction strategy is an integral role of Focus advisors and has far-reaching effects on your overall financial strategy.

How Focus Helps

Our Tax Planning Conversations

  1. Income Tax Analysis & Planning
  2. Tax-Loss Harvesting

Related Articles

See our latest thoughts and insights on Tax Planning.

  • December 02, 2024

    2025 Tax Planning: Considerations and Opportunities

    While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

    Read the article

  • December 02, 2024

    Year-End Tax Planning to Maximize Your Savings

    In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.

    Watch the video

  • August 28, 2024

    The Corporate Transparency Act: What You Need to Know to Avoid Penalties

    The newly enacted Corporate Transparency Act was created to identify and stop illegal financial activities. This article shares details on responding to this law to avoid harsh penalties.

    Read the article